Definition and Properties of Disequilibria within Nuclear-Mitochondrial-Chloroplast and Other Nuclear-Dicytoplasmic Systems

We define and determine the interrelationships among five sets of disequilibrium parameters that measure two- and three-locus nonrandom associations in nuclear-dicytoplasmic systems. These assume a diploid nuclear locus and two haploid cytoplasmic loci, with special reference to nuclear-mitochondrial-chloroplast systems. Three sets of two-locus disequilibria measure the association between haplotypes at the two cytoplasmic loci (DMC) and associations between each cytoplasmic locus and nuclear alleles or genotypes (DM, D1M, D2M, D3M; DC, D1C, D2C, D3C). In addition, we present two classes of higher-order disequilibria that measure nonrandom allelic or genotypic associations involving all three loci. The first class quantifies associations between the nuclear locus and the two cytoplasmic loci taken jointly (DA/MC, DAA/MC, DAa/MC, Daa/MC, etc.), whereas the second measures only those associations remaining after all two-locus associations have been taken into account (DA/M/C, DAA/M/C, DAa/M/C, Daa/M/C). Based on combinations of these five sets of measures, we suggest a variety of parameterizations of three-locus, nuclear-dicytoplasmic systems. The dynamics of these disequilibria are then investigated under models of random and mixed mating, either with both cytoplasmic genomes inherited through the same parent or through opposite parents. Except for associations between the cytoplasmic haplotypes, which are constant when the two cytoplasmic genomes are inherited through the same parent, all disequilibria ultimately decay to zero. These randomizations do not necessarily occur monotonically, however, and in some cases are preceded by an initial increase in magnitude or sign change. For both inheritance patterns, the asymptotic decay rates are steadily retarded by increasing levels of self-fertilization. This behavior contrasts with that in the extreme case of complete selfing, for which only the heterozygote disequilibria always decay to zero. For all models considered, the dynamics of the two-locus cytonuclear subsystems are solely a function of the mating system, whereas the dynamical behavior and sign patterns of the cytoplasmic and three-locus disequilibria also depend strongly on the mode of cytoplasmic inheritance.     

The effect of positive assortative mating at one locus on a second linked locus

Summary Considerations proceed from a model of positive assortative mating based on genotype at one locus, with an arbitrary number of alleles, assuming no selection, mutation, or migration, hypothetically infinite population size, and discrete non-overlapping generations. From these conditions, inferences are made about the genotypic structure at a linked locus, as well as about the corresponding 2-locus gametic structure.The following main results are presented: in the course of the generations, the genotypic structure at the second locus and the 2-locus gametic structure always tend to a limit responsive to the initial conditions concerning the joint genotypic structure at the two loci and the degree of assortativity and linkage. A complete, analytical representation of the limits is given. In particular, if assortative mating is only partial and at the same time linkage is not complete, a population is not able to maintain a permanent deviation of the gametic structure from linkage equilibrium, and thus the genotypic structure at the second locus tends to Hardy-Weinberg proportions. On the other hand, if initial linkage disequilibrium is combined with partial assortative mating and complete linkage (or with complete assortative mating and unlinked loci) the population maintains this disequilibrium and thus the genotypic structure at the second locus need not tend to Hardy-Weinberg proportions. It turns out that the conditions not only of complete linkage, but also of unlinked loci together with complete assortativity, imply no change in gametic structure from the initial structure.In order to demonstrate the influence of several parameters on the speed of convergence to and the magnitude of the respective limits, several graphs are included.     

Analysis of multilocus zygotic associations

While nonrandom associations between zygotes at different loci (zygotic associations) frequently occur in Hardy-Weinberg disequilibrium populations, statistical analysis of such associations has received little attention. In this article, we describe the joint distributions of zygotes at multiple loci, which are completely characterized by heterozygosities at individual loci and various multilocus zygotic associations. These zygotic associations are defined in the same fashion as the usual multilocus linkage (gametic) disequilibria on the basis of gametic and allelic frequencies. The estimation and test procedures are described with details being given for three loci. The sampling properties of the estimates are examined through Monte Carlo simulation. The estimates of three-locus associations are not free of bias due to the presence of two-locus associations and vice versa. The power of detecting the zygotic associations is small unless different loci are strongly associated and/or sample sizes are large (>100). The analysis of zygotic associations not only offers an effective means of packaging numerous genic disequilibria required for a complete characterization of multilocus structure, but also provides opportunities for making inference about evolutionary and demographic processes through a comparative assessment of zygotic association vs. gametic disequilibrium for the same set of loci in nonequilibrium populations.     

The Effects of Assortative Mating and Migration on Cytonuclear Associations in Hybrid Zones

We examine the influence of nonrandom mating and immigration on the evolutionary dynamics of cytonuclear associations in hybrid zones. Recursion equations for allelic and genotypic cytonuclear disequilibria were generated under models of (1) migration alone, assuming hybrid zone matings are random with respect to cytonuclear genotype; and (2) migration in conjunction with refined epistatic mating, in which females of the pure parental species preferentially mate with conspecific males. Major results are as follows: (a) even the slightest migration removes the dependency of the final outcome on initial conditions, producing a unique equilibrium in which both pure parental genotypes are maintained in the hybrid zone; (b) in contrast to nuclear genes, the dynamics of cytoplasmic allele frequencies appear robust to changes in the assumed mating system, yet are particularly sensitive to gene flow; (c) continued immigration can generate permanent cytonuclear disequilibria, whether mating is random or assortative; and (d) the order of population censusing (before versus after reproduction by immigrants) can have a dramatic effect on the magnitude but not the pattern of cytonuclear disequilibria. Using the maximum likelihood method, the parameter space of migration rates and assortative mating rates was examined for best fit to observed cytonuclear disequilibria data in a hybrid population of Hyla tree frogs. An epistatic mating model with a total immigration rate of about 32% per generation produces equilibrium gene frequencies and cytonuclear disequilibria consistent with the empirical observations.     

Empirical evaluation of cytonuclear models incorporating genetic drift and tests for neutrality of mtDNA variants: data from experimental Gambusia hybrid zones

Statistical tests of genetic drift and of the neutrality of mtDNA are presented using empirical time‐series data on multi‐generational changes in cytonuclear disequilibria within replicated experimental hybrid populations of two species of live‐bearing Poeciliid fishes (Gambusia holbrooki and G.affinis) which were monitored over a period of two years (three generations). Cytonuclear disequilibria D and D (which measure departures from random associations of cytoplasmic and nuclear genotypes) over the three generations of the experiment were non‐zero for all replicate populations. For each of five nuclear loci, the observed measures of D and D were highly concordant between replicates during each generation. Significant departures from expectations were observed after one and two generations. A statistical measure of goodness of fit of observed changes in cytonuclear disequilibria (and implicitly of the neutrality of the mtDNA markers) was calculated for each nuclear locus. When the results for the replicates were combined into an overall test of neutrality, the fit to the random union of zygotes (RUZ) model was rejected for four of the five nuclear loci (P < 0.05). A simple genetic drift model does not explain the temporal changes in composite cytonuclear genotypic frequencies. Frequencies of parental G. holbrooki mitochondrial alleles and nuclear genotypes exceeded expected values during most time periods, implying some selective advantage of offspring produced by G. holbrooki females. Expansion of cytonuclear models to explicitly address questions of genetic drift and neutrality have general relevance to studies of natural populations. This revised version was published online in July 2006 with corrections to the Cover Date.     

The effect of positive assortative mating at one locus on a second linked locus

Summary A model for positive assortative mating based on genotype for one locus is employed to investigate the effect of this mating system on the genotypic structure of a second linked locus as well as on the joint genotypic structure of these two loci. It is shown that the second locus does not attain a precise positive assortative mating structure, but yet it shares a property that is characteristic of positive assortative mating, namely an increase in the frequency of homozygotes over that typically found in panmictic structures. Given any arbitrary genotypic structure for the parental population, the resulting offspring generation possesses a structure at the second locus that does not depend on the recombination frequency, while the joint structure of course does. In case assortative mating as well as linkage are not complete, there exists a unique joint equilibrium state for the two loci, which is characterized by complete stochastic independence between the two loci as well as by Hardy-Weinberg proportions at the second locus. For the second locus alone, Hardy-Weinberg equilibrium is realized if and only if gametic linkage equilibrium and an additionally specified condition are realized.     

Cytonuclear disequilibrium and genetic drift in a natural population of ponderosa pine

We measured the cytonuclear disequilibrium between 11 nuclear allozyme loci and both mitochondrial and chloroplast DNA haplotypes in a natural population of ponderosa pine (Pinus ponderosa, Laws). Three allozyme loci showed significant associations with mtDNA variation, while two other loci showed significant association with cpDNA. However, the absolute number of individuals involved in any of the associations was small, such that in none of the nuclear-organellar combinations was the difference between observed and expected numbers >11 individuals. Patterns of association were not consistent across loci or organellar genomes, suggesting that they are not the result of mating patterns, which would act uniformly on all loci. This pattern of disequilibria is consistent with the action of genetic drift and with existing knowledge of the structure of this population and thus does not imply the action of other evolutionary processes. The overall magnitude (normalized disequilibrium) of associations was greater for maternally inherited mtDNA than for paternally inherited cpDNA, though this difference was neither large nor significant. Such significant disequilibria involving the paternally inherited organelle indicate that not only are there a limited number of seed parents, but the effective number of pollen parents is also limited.     

THE DETECTION OF GAMETIC DISEQUILIBRIUM BETWEEN ALLOZYME LOCI IN NATURAL POPULATIONS OF DROSOPHILA

The capacity of the usual tests (chi-square and related tests) to detect gametic disequilibrium between allozyme loci in natural populations of Drosophila has been investigated. We analyzed a large collection of previously reported gametic samples from natural populations involving a variety of loosely linked allozyme loci located along the O chromosome of Drosophila subobscura and the second chromosome of D. melanogaster. It is found that the statistical power of the individual tests to detect the sample disequilibria between allozyme loci is remarkably low, being the average (over pairs of loci) of power estimates close to 0.20 in both species. Moreover, the average minimum disequilibrium (D‘_min) that would be required to reject (90% probability) the hypothesis of gametic equilibrium is higher than 0.50 given the observed degree of polymorphism and sample sizes used. This means that statistically significant associations between allozyme loci would rarely be detected by single-sample tests even when much disequilibrium is present in natural populations of Drosophila. However, an alternative approach based on the analysis of disquilibrium for large sets of gametic samples, combining probabilities from single independent tests and assessing significance by a bootstrap procedure, reveals that most of the locus pairs within segment I and II of the O chromosome of D. subobscura and left arm of the second chromosome of D. melanogaster present significant nonrandom associations. Within these chromosomal sections, the observed average absolute value of disquilibrium (D‘) between loci is around 0.25 (under the more conservative estimation). Also, a positive relationship between the magnitude of disequilibrium and linkage was detected. These findings suggest that weak or moderate values of disequilibrium between loosely linked allozyme loci are more frequent in natural populations of Drosophila than is currently believed.     

The cytonuclear effects of facultative apomixis. I. Disequilibrium dynamics in diploid populations

We comprehensively analyze the cytonuclear effects of generalized mixed mating, including all combinations of selfing, outcrossing, and apomixis, the asexual production of seeds. After first deriving the time-dependent solutions for nonrandom associations (disequilibria) between a diallelic cytoplasmic marker and the alleles and genotypes at a diploid nuclear locus, we delimit all possible dynamical behaviors and the conditions under which each occurs. As in standard mixed mating systems, all disequilibria ultimately decay to zero except when outcrossing is absent, in which case permanent disequilibria result if the allelic association is initially nonzero. When at least some outcrossing is present, any initial allelic association decays at a constant geometric rate, whereas genotypic disequilibria may first increase in magnitude or change sign. Although selfing and apomixis tend to retard the decay of disequilibria (or approach to equilibrium) and often to the same extent, apomixis can have a stronger effect under some conditions. We also determine the dynamics of cytonuclear disequilibria in specific examples that may be of particular interest for empirical studies of hybrid zones. The results suggest several practical guidelines for experimental design and data analysis and show how the cytonuclear disequilibrium dynamics under mating system alone furnish a quantitative baseline for null hypotheses against which to test for the presence of other evolutionary forces.     

Mating patterns in a hybrid zone of fire-bellied toads (Bombina): inferences from adult and full-sib genotypes

We present two novel methods to infer mating patterns from genetic data. They differ from existing statistical methods of parentage inference in that they apply to populations that deviate from Hardy-Weinberg and linkage equilibrium, and so are suited for the study of assortative mating in hybrid zones. The core data set consists of genotypes at several loci for a number of full-sib clutches of unknown parentage. Our inference is based throughout on estimates of allelic associations within and across loci, such as heterozygote deficit and pairwise linkage disequilibrium. In the first method, the most likely parents of a given clutch are determined from the genotypic distribution of the associated adult population, given an explicit model of nonrandom mating. This leads to estimates of the strength of assortment. The second approach is based solely on the offspring genotypes and relies on the fact that a linear relation exists between associations among the offspring and those in the population of breeding pairs. We apply both methods to a sample from the hybrid zone between the fire-bellied toads Bombina bombina and B. variegata (Anura: Disco glossidae) in Croatia. Consistently, both approaches provide no evidence for a departure from random mating, despite adequate statistical power. Instead, B. variegata-like individuals among the adults contributed disproportionately to the offspring cohort, consistent with their preference for the type of breeding habitat in which this study was conducted.     

Assortative mating for fitness and the evolution of recombination

To understand selection on recombination, we need to consider how linkage disequilibria develop and how recombination alters these disequilibria. Any factor that affects the development of disequilibria, including nonrandom mating, can potentially change selection on recombination. Assortative mating is known to affect linkage disequilibria but its effects on the evolution of recombination have not been previously studied. Given that assortative mating for fitness can arise indirectly via a number of biologically realistic scenarios, it is plausible that weak assortative mating occurs across a diverse set of taxa. Using a modifier model, we examine how assortative mating for fitness affects the evolution of recombination under two evolutionary scenarios: selective sweeps and mutation-selection balance. We find there is no net effect of assortative mating during a selective sweep. In contrast, assortative mating could have a large effect on recombination when deleterious alleles are maintained at mutation-selection balance but only if assortative mating is sufficiently strong. Upon considering reasonable values for the number of loci affecting fitness components, the strength of selection, and the mutation rate, we conclude that the correlation in fitness between mates is unlikely to be sufficiently high for assortative mating to affect the evolution of recombination in most species.     

Cytonuclear Theory for Haplodiploid Species and X-Linked Genes. I. Hardy-Weinberg Dynamics and Continent-Island, Hybrid Zone Models

We develop models that describe the cytonuclear structure for either a cytoplasmic and nuclear marker in a haplodiploid species or a cytoplasmic and X-linked marker in a diploid species. Sex-specific disequilibrium statistics that summarize nonrandom cytonuclear associations in such systems are defined, and their basic Hardy-Weinberg dynamics and admixture formulae are delimited. We focus on the context of hybrid zones and develop continent-island models whereby individuals from two genetically differentiated source populations migrate into and mate within a single zone of admixture. We examine the effects of differential migration of the sexes, assortative mating by pure type females, and census time (relative to mating and migration), as well as special cases of random mating and migration subsumed under the general models. We show that pure type individuals and nonzero cytonuclear disequilibria can be maintained within a hybrid zone if there is continued migration from both source populations, and that females generally have a greater influence over these cytonuclear variables than males. The resulting theoretical framework can be used to estimate the rates of assortative mating and sex-specific gene flow in hybrid zones and other zones of admixture involving haplodiploid or sex-linked cytonuclear data.     

Natural and Sexual Selection on Many Loci

A method is developed that describes the effects on an arbitrary number of autosomal loci of selection on haploid and diploid stages, of nonrandom mating between haploid individuals, and of recombination. We provide exact recursions for the dynamics of allele frequencies and linkage disequilibria (nonrandom associations of alleles across loci). When selection is weak relative to recombination, our recursions provide simple approximations for the linkage disequilibria among arbitrary combinations of loci. We show how previous models of sex-independent natural selection on diploids, assortative mating between haploids, and sexual selection on haploids can be analyzed in this framework. Using our weak-selection approximations, we derive new results concerning the coevolution of male traits and female preferences under natural and sexual selection. In particular, we provide general expressions for the intensity of linkage-disequilibrium induced selection experienced by loci that contribute to female preferences for specific male traits. Our general results support the previous observation that these indirect selection forces are so weak that they are unlikely to dominate the evolution of preference-producing loci.     

The Exact Test for Cytonuclear Disequilibria

We extend the analysis of the statistical properties of cytonuclear disequilibria in two major ways. First, we develop the asymptotic sampling theory for the nonrandom associations between the alleles at a haploid cytoplasmic locus and the alleles and genotypes at a diploid nuclear locus, when there are an arbitrary number of alleles at each marker. This includes the derivation of the maximum likelihood estimators and their sampling variances for each disequilibrium measure, together with simple tests of the null hypothesis of no disequilibrium. In addition to these new asymptotic tests, we provide the first implementation of Fisher's exact test for the genotypic cytonuclear disequilibria and some approximations of the exact test. We also outline an exact test for allelic cytonuclear disequilibria in multiallelic systems. An exact test should be used for data sets when either the marginal frequencies are extreme or the sample size is small. The utility of this new sampling theory is illustrated through applications to recent nuclear-mtDNA and nuclear-cpDNA data sets. The results also apply to population surveys of nuclear loci in conjunction with markers in cytoplasmically inherited microorganisms.     

The effects of admixture and population subdivision on cytonuclear disequilibria

We examine the generation of cytonuclear disequilibria by admixture and continued gene flow. General formulas analogous to the nuclear case are first derived showing that the allelic and genotypic disequilibria from admixture or population subdivision equal their expected value across the contributing (sub) populations plus the covariance across these sources between the cytoplasmic gene frequency and the relevant nuclear frequency. A detailed study is then presented of the cytonuclear dynamics, in a random-mating population under two different migration scenarios. In both cases closed-form solutions are given for all variables as a function of the initial conditions and relevant migration parameters. The dynamics of the gene frequencies and allelic disequilibria, which dominate each system, are the same as those involving two unlinked nuclear loci, while the dynamics of the genotypic disequilibria and cytonuclear frequencies have no nuclear counterpart. The continent-island formulation focuses on a population receiving continued immigration from a large source of constant composition. A major discovery is that cytonuclear disequilibria can transiently build up on the "island" to levels far exceeding those found at equilibrium. In contrast, the admixture formulation focuses on the dynamics within two populations undergoing continued intermigration. Although in this case all cytonuclear associations must ultimately decay to zero, long-term transient disequilibria can develop which are many times their initial admixture values. For both migration scenarios it is shown that the time of population censusing relative to migration and reproduction dramatically affects both the amount and pattern of the nonrandom associations produced. The empirical relevance of these models is discussed in light of nuclear-mitochondrial data from a hybrid zone between European and North American eels and from a zone of racial admixture in humans.     

Multilocus and Multitrait Measures of Differentiation for Gene Markers and Phenotypic Traits

Multilocus measures of differentiation taking into account gametic disequilibrium are developed. Even if coupling and repulsion heterozygotes cannot be separated at the multilocus level, a method is given to calculate a composite measure of differentiation (CF(st)) at the zygotic level, which accounts for allelic associations combining both gametic and nongametic effects. Mean and maximum differentiations may be relevant when multilocus measures are computed. Maximum differentiation is the highest eigenvalue of the F(st) matrix, whereas mean differentiation corresponds to the mean value of all eigenvalues of the F(st) matrix. Gametic disequilibrium has a stronger effect on maximum differentiation than on mean differentiation and takes into account the anisotropy that may exist between within- and between-population components of disequilibria. Multilocus mean and maximum differentiation are calculated for a set of 81 Quercus petraea (sessile oak) populations assessed with eight allozyme loci and two phenotypic traits (bud burst and height growth). The results indicate that maximum differentiation increases as more loci (traits) are considered whereas mean differentiation remains constant or decreases. Phenotypic traits exhibit higher population differentiation than allozymes. The applications and uses of mean and maximum differentiations are further discussed.     

The multiple-locus symmetric fertility model

Selection due to variation in the fecundity among matings of genotypes with respect to many loci each with two alleles is studied. The fitness of a mating depends only on the genotypic distinction between homozygote and heterozygote at each locus in the two individuals, and differences among loci are allowed. This symmetric fertility model is therefore a generalization of the multiple-locus symmetric viability model. The phenomena seen in the two-locus symmetric fertility model generalize—e.g., the possibility of joint stability of equilibria with linkage equilibrium and with linkage disequilibrium, and the existence of different types of totally polymorphic equilibria with the gametic proportions in linkage equilibrium. The central equilibrium with genotypic frequencies in Hardy-Weinberg proportions and gametic frequencies in Robbins proportions exists for all symmetric fertility models. For some symmetric fertility regimes additional equilibria exist with gametic frequencies in linkage equilibrium and with genotypic frequencies in Hardy-Weinberg proportions at all except one locus. These equilibria may exist in the dioecious symmetric viability model, and then they will be locally stable. For free recombination the stable equilibria show linkage equilibrium, but several of these with different numbers of polymorphic loci may be stable simultaneously.